港股通丨恆指季檢將公佈，美團獲超11億加倉
北水總結
11月13日港股市場，北水淨流入31.94億，其中港股通（滬）淨流入額12.74億港元，港股通（深）淨流入額19.2億。
北水淨買入最多的個股是騰訊(00700)、美團-W(03690)、中國移動(00941)。北水淨賣出最多的個股是舜宇光學(02382)、中芯國際(00981)、中生製藥(01177)。
十大成交活躍股
個股點評
騰訊再獲淨買入17.81億港元。騰訊昨日公佈三季度財報，第三季度營收1254.5億元，同比增29%；第三季度淨利潤385.4億元，同比增89%，營收和淨利潤均超市場預期。績後各大行均發佈研報唱好，麥格理上調騰訊目標價至846元，認爲公司遊戲前景、廣告及金融科技方面的彈性均強勁，踏入2021年公司將會是互聯網股中表現最強之一。
美團獲淨買入11.17億港元。恆指公司於8月季檢時指出，鑑於創新及新經濟行業在香港市場急速發展，恆生指數顧問委員會贊成恆指公司建議，對恆指成份股的組成，進行一次全面的檢討。恆生指數公司將於今日收盤後公佈季度檢討結果，市場憧憬美團獲納入恆指成份股。據悉，由於美團是同股不同權股份，如果納入指數，權重上限預期爲5%。
吉利汽車獲淨買入1.49億港元。花旗指，10月份國內乘用車銷售來自一二線城市銷售貢獻爲36%，而三四線城市爲64%，其中豪車市場在銷售旺季佔比下跌，中國品牌市佔率則上升。該行看好本土品牌，相信明年情況會持續，推薦“買入”吉利等，該行給予吉利目標價41港元。
安踏體育獲淨買入1.21億港元。安踏集團近日公佈，於整個雙11期間，安踏集團電商的成交額達到28.4億元，較去年增長53%；旗下多品牌共觸達消費者1.6億人，其中新客佔比超過83%。截至雙11期末，安踏電商本年度的流水已突破100億元。
SOHO中國遭淨賣出1529萬港元。近日午間市場傳出消息稱，高瓴與SOHO中國進行了初步談判，擬將其私有化，並稱按今年香港私有化交易的平均溢價計算，高瓴和SOHO中國這筆交易的估值可能超過20億美元。尾盤時再有媒體報道，高瓴資本澄清，無意將SOHO中國私有化。
中芯國際遭淨賣出1.66億港元。野村發研報預料，中芯國際今年第四季將面臨挑戰，該行指，中芯國際將今年的資本開支由67億美元，削減至59億美元，以反映物流問題和美限制措施的影響。集團認爲美限制措施影響短期內屬可控，但影響很可能會覆蓋至8英寸和12英寸的晶圓代工廠。
此外，中國移動、頤海國際、贛鋒鋰業分別獲淨買入10億、1.26億、3023萬港元。而建設銀行、中生製藥、舜宇光學分別遭淨賣出7110萬、1.57億、2.5億港元。
當日港股通淨買入和淨賣出排行榜
（港股通持股比例排行，交易所數據T+2日結算）
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